U.S. stocks fell sharply last night, coupled with the disturbance of the Fed's interest rate hike, A-Shares rose and fell today, and did not get out of the independent market due to the call of the central bank yesterday. The sharp decline of A-Shares is not only the external impact, but also the impact of the pre holiday effect on the market near the Spring Festival holiday.
The Shanghai index was slightly stabilized under the blessing of underestimating the weight, but the gem was relatively fierce. The pharmaceutical leader Changchun High And New Technology Industries (Group) Inc(000661) in medical treatment suddenly fell by the limit, the hot leader Andon Health Co.Ltd(002432) continued to be pressed, ningwang fell sharply in new energy, new energy such as photovoltaic and lithium batteries were adjusted synchronously, and the collective adjustment of track stocks dragged down the gem index.
According to the current preference of funds, the probability of changing the market before the festival is small, but the Central Bank continues to blow the warm wind. Yesterday's propaganda is more proactive than before. Therefore, there will be follow-up heavy policies after the recent reduction of reserve requirements and interest rates, and the market after the Festival can be expected. The market also expects that the interest rates of one-year LPR and five-year LPR will be reduced this time. However, compared with one-year LPR, the current reduction of five-year LPR will have a greater boost to the market.
funds of today's hot sector:
In the hot direction, the digital economy sectors such as yuancosmos and cloud games continue to be active. On the news, Microsoft announced the acquisition of Activision Blizzard by US $68.7 billion (about 430 billion yuan), which is a major investment by Microsoft in "yuancosmos".
In addition, today, the list of the second batch of members accepted by the yuan universe Industry Committee of China Mobile Communications Federation has also been announced, including 7 new listed companies, namely Wondershare Technology Group Co.Ltd(300624) , Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) , Soyea Technology Co.Ltd(000909) , Shen Zhen Shengxunda Technology Co.Ltd(300518) , Col Digital Publishing Group Co.Ltd(300364) , Profit Cultural & Creative Group Co.Ltd(300640) and Zhewen Interactive Group Co.Ltd(600986) .
On the contrary, the impact of the news of Microsoft's acquisition today is stronger than that of the central bank yesterday, which is also worth noting and thinking. The trend of digital economy is in line with the view of yesterday's article:
The recent policies of digital economy have made great efforts, and there are no major problems in the fundamentals of the industry. The construction of "Digital China" is accelerating and in full swing. It has quite mature basic conditions. It is optimistic about the four main investment lines: enterprises that help the government's digital infrastructure, enterprises that realize digital transformation for enterprises, information security and digital currency infrastructure construction.
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